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User Research and Usability Methods
workshop

Jon-Eric Steinbomer, Director of Research
Jessica Sears Steinbomer, Principal
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Our Agenda

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9-10 Research Methods!
10-10:30 Recruiting Participants!
coffee <br>!
10:45-11:15 Study Plans & Moderator
Guides!
11:15-12:00 Moderate!!
12:00-1:00 Lunch & Presenting
Research
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UX Research

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UX Research

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What people do!
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How people use!
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Small sample size - usually 8-12
people per study!
....but great depth

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Key UX Research Principals
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Test early - with prototypes whenever possible.!

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Focus on behaviors

Evidence is more important than deliverables.!
Iterate on the design during the research phase.!
Collaboration with design & development.!
rather opinions.

^Individuals and interactions?over
processes and tools ̄ -Agile Manifesto
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Methods

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Structure Common! to All Methods
Study Planning!
Recruiting!
Study Sessions!
Analysis and Reporting!

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Study Planning

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What are the goals?!
What are the research questions?!
Who are the users?!
Which context is appropriate?!
Which research method is
appropriate?!

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Study Plans Contain !

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Research Goals!
Research Questions!
Participants!
Method!
Measures!
Speci?c Tasks and Questions!

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Contexts

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Usability Lab!
Remote !
On Location (ethnography)

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Usability Lab
Behind the glass
Moderator communicates through microphone ?
^voice of God ̄

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Usability Lab Software

Morae ($1,995)

Silverback ($69.95)
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Lab Best Practices

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Participant Comfort!
Limit Distraction!
Just you and the participant!
Chat with observers/note-takers

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Remote Research

Participant
Participant

Participant

Observers

Participant
Participant

Participant
Participant

Observers
Participant
Researchers

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Participant
Ethnographic ^bonus ̄
Participants are more comfortable as they speak

to us using their own OS, browser, resolution, etc.

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Tools

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Remote Case Study

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Sweepstakes entry form

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Too many abandons

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Live Intercept

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Recommendations sample

? Top-down design
? Validation before
human verify

? Better error
feedback

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Remote UX Research Best Practices

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Mind the time zones.!

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Have a backup plan for the screen-share. !

One moderator per session.!
If time allows, start broad, then narrow down to your
subject (website, prototype, product).!
Test the screen share before the session.

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Ethnography - Best Practices
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Limit the number of
interviewers - 2 people if
possible!

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Be nimble!

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Note the environmental
factors!

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Take lots of pictures and
video

Mind the background
noise!

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Mobile Research

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Mobile app/Hardware Research

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Prototypes

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Low-Fidelity Paper-based prototype

Full-Fidelity ^clickable ̄ prototype

Gesture prototype testing (Kinect)

Mid-fidelity Balsamiq prototype
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Prototype Testing Best Practices

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Flexibility when moderating is key!
Prototype should be easily modi?ed!
Comfort with things breaking !
Make participant aware it¨s a
prototype!

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Moderating

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Best Practices

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Participant comfort!
It¨s not about you (empathy)!
Place your participant as the expert!
Use their words!
Emphasize there is no right or wrong!
Don¨t assume - ask!

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Best Practices, cont.

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Avoid asking leading questions or
^questioning with the target ̄!

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Resist rescuing !

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Introduce the goals and structure of
the session up-front

Let the participant lead as much as
possible!

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Moderation Issues

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Taking notes while moderating - takes practice!
Time management!
Talkers - interrupting gracefully!
Non-Talkers!
^Bad ̄ Participants!
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Recruiting Participants

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Identify who you want to speak with
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Personas
Marketing data
Call center data
Sales staff

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Cast the net

Social media

Forums

Ethnio - Live Intercept
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Recruiting - Ethnio Live Intercept

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Collect the data

? Screening Survey

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Scheduling

? Organization Tips

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Make the Call

? Initial Contact
? Scheduling specifics
? Confirm
? Double Check

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Bloopers and Out-takes

? No-shows- Oh No!
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Recruit reserve participants

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Make time in the schedule for reserves

? Mr. Wrong

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Study Plans and Moderator Guides

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Your turn!

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